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PWTYX vs RLBEX
PWTYX vs RLBEX Comparison
Open Charts PWTYX vs RLBEX
UBS US Allocation P
Price$46.65
Change-$0.08 (-0.17%)
VolumeN/A
Net Assets197.12M
American Funds American Balanced R4
Price$32.90
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets224.9B
PWTYX vs RLBEX Comparison Chart
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PWTYX vs. RLBEX commentary
Apr 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PWTYX is a Buy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 225B vs. PWTYX (197M). RLBEX (1.97) and PWTYX (1.88) have matching dividends . PWTYX was incepted earlier than RLBEX: PWTYX (32 years) vs RLBEX (23 years). PWTYX (0.77) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. PWTYX (58.00). RLBEX has a lower initial minimum investment than PWTYX: RLBEX (250) vs PWTYX (2000000). RLBEX annual gain was more profitable for investors over the last year : 2.55 vs. PWTYX (-2.73). RLBEX return over 5 years is better than : 31.66 vs. PWTYX (9.18).
| PWTYX | RLBEX | PWTYX / RLBEX | |
| Total Expense Ratio | 0.77 | 0.60 | 128% |
| Annual Report Gross Expense Ratio | 0.77 | 0.60 | 128% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -7.679 | -3.702 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 197M | 225B | 0% |
| Annual Yield % from dividends | 1.88 | 1.97 | 95% |
| Returns for 1 year | -2.73 | 2.55 | -107% |
| Returns for 3 years | -4.05 | 9.93 | -41% |
| Returns for 5 years | 9.18 | 31.66 | 29% |
| Returns for 10 years | 21.14 | 46.29 | 46% |
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